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adam wormuth

T3 · host / generalist
2 calls·2 names·100% bull·last heard 6 months ago·a16z
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$CHARIOT-DEFENSEChariot Defenseposition

Chariot Defense fields hybrid tactical power system in 6 months via Army fast-track

Building the tactical power layer for robotic warfare by hybridizing batteries with generators to enable silent operation, signature reduction, and smart power management for distributed electronic battlefield systems.

a16z2026-03episode →
2ndmedium conviction
$ANDURILAnduril

Anduril model proves commercial autonomy tech transfer to defense works

Anduril successfully transferred self-driving car autonomy technology to defense applications, establishing a model for commercial-to-military tech transfer that Chariot is now replicating with EV/aviation power electronics.

a16z2026-03episode →

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  • $ANDURIL
  • $CHARIOT-DEFENSE

recurring themes

  • Defense Tech2
  • Grid & Power Infrastructure1
2 total
$ANDURIL
Anduril
MEDadam wormuth·a16z·6 months ago·Why Modern War Needs Intelligent Power Systems | Chariot Defense CEO on a16z
Anduril model proves commercial autonomy tech transfer to defense works
Anduril successfully transferred self-driving car autonomy technology to defense applications, establishing a model for commercial-to-military tech transfer that Chariot is now replicating with EV/aviation power electronics.
"We can kind of take that amazing technology advancements and bring it into the department in a way that's similar to what Anduril did with self-driving car technology and autonomy…"
21:37
$CHARIOT-DEFENSE
Chariot Defense
HIGHadam wormuth·a16z·6 months ago·Why Modern War Needs Intelligent Power Systems | Chariot Defense CEO on a16z· position
Chariot Defense fields hybrid tactical power system in 6 months via Army fast-track
Building the tactical power layer for robotic warfare by hybridizing batteries with generators to enable silent operation, signature reduction, and smart power management for distributed electronic battlefield systems.
"Chariot is building the tactical power layer for robotic warfare... we're not going to replace diesel fuel, we're not going to replace power generation, but we can do is be much m…"
1:45
9
Defense Techtailwind
Hybrid battery-generator systems become critical enabler for distributed electronic warfare
Modern distributed warfare requires a tactical power layer combining batteries with generators to enable silent watch, signature reduction, and power management for edge electronic systems (C2, EW, counter-UAS, drones). Current lead-acid batteries and oversized diesel generators create detectable thermal/acoustic signatures and logistical burdens that make units targetable.
7
Grid & Power Infrastructuretailwind
Smart power layer cuts peak demand 3x via load scheduling and multi-standard conversion
Applying software control to power distribution — load forecasting, staged startup sequencing, voltage/frequency conversion, and hot handshakes — reduces peak demand by 3x, cutting system size/weight 3x. Prevents 'coffee pot takes down radar' failures and enables interoperability across allied power standards.
7
Defense Techtailwind
EV and eVTOL breakthroughs in SiC power electronics enable military hybrid power systems
Commercial EV/eVTOL advances (Tesla, Joby, Archer, Impulse, Heron) in high-voltage batteries and silicon carbide power electronics — the same electro-industrial stack — now allow hybrid military power systems that beat combustion on size, weight, and cost. Mirrors Anduril's autonomy transfer and Palantir's cloud/data transfer.